Ellenbecker Investment Group Inc

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Assets, Funds, Holdings

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Ellenbecker Investment Group Inc
CRD #173851
SEC #801-80600
CIK #1731497
AUM $948.7 MM (98% Disc, 100% US, 2020-03-03)
Employees28 (43% Investors, 0% Brokers)
Phone262-691-3200
AddressN35 W23877 Highfield Court
Pewaukee, WI 53072
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
95076057038019002010201320172021
Sector Issuer Cap ($MM) Value ($MM)
AGG 21.5
IWF 18.5
SDY 11.3
IVV 8.8
VO 8.5
VB 8.0
IGIB 7.2
VEU 5.9
IWD 5.0
BSV 3.0
View All
Holdings by Sector ($)
1209672482402016201720182020
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